Not Another F***ing Podcast
Torsten Reitz has been building and trading through multiple cycles — and he’s blunt about what works (and what doesn’t). In this candid conversation, he breaks down a rules-based BTC↔stablecoin switching strategy that (in his backtests) outperformed standard DCA by ~833% over five years while keeping roughly 45% in stables. We unpack how the bot spots local tops/bottoms, why DeFi UX still feels clunky, what better wallet design could look like across Solana/EVM, and how market makers actually support smaller exchanges. We also touch on NFTs/Ordinals, real-world assets, and practical ways to onboard the next billion without the hype. The BTC↔stables auto-switch play (signals, rules, drawdowns) Why standard DCA works — and when smarter rules may work better DeFi UX problems and the wallet users actually want Market-maker mechanics & exchange sustainability NFTs → Ordinals: experiments that still matter Onboarding real users (not just speculators) Whether you’re crypto-curious or deep in the trenches, this one is all signal. Not financial advice. Backtests aren’t guarantees; do your own research.
8 episodios
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